Investment Opportunities

How Robo-Advisors Choose ETFs: Screening Criteria Explained

**Excerpt:** Robo-advisors use rigorous ETF screening criteria to optimize portfolios. **Meta Description:** Explore how robo-advisors select ETFs using key screening factors like liquidity, expense ratios, and tracking accuracy to build efficient portfolios.

Robo-Advisor Account Types: Taxable, IRA, Trust, and More

**Excerpt:** Exploring robo-advisor account types: taxable, IRA, trust, and beyond. **Meta Description:** Discover the key differences between robo-advisor account types—taxable, IRA, trust, and more—to optimize your investment strategy for 2025-2030.

Robo-Advisor Drawdown Risk: How to Think About Worst-Case Scenarios

**Excerpt:** Managing Robo-Advisor Drawdown Risk: Preparing for Worst-Case **Meta Description:** Explore strategies to understand and mitigate drawdown risks with robo-advisors, ensuring resilience during market downturns from 2025-2030.

Robo-Advisors and Alternatives: Why Most Portfolios Exclude Them

**Excerpt:** Robo-advisors' limitations often exclude them from key portfolios. **Meta description:** Explore why many investment portfolios exclude robo-advisors, focusing on their limitations and the growing appeal of alternative strategies.

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